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How to distribute fewer templates

One of our strategies for keeping costs low is to avoid the inefficiencies of a "Chinese restaurant menu".
It is less expensive for us to "just give you everything" (and then let each customer remove what they don't want) than it would be for us to try to personalize the delivery for each customer.

There are legitimate reasons that you might not want your users to have access to every Systems2win template that you own:

bulletPerhaps your company has standardized on a different tool that performs a similar function as one of the Systems2win tools
bulletPerhaps you simply don't want to overwhelm your people with so many tools all at once

It is easy to limit the distribution of the Systems2win templates that you own:

  1. Keep a backup copy of the original Systems2win deliverables - exactly as they were originally delivered
  2. In your S2winPortal (on your shared server) - delete any Systems2win templates that you don't want your users to have.
  3. The next time that each user syncs their templates, they will have only those templates that you did not delete
    Tip: If you purchased before March 19, 2008, your users might need to download & install the latest free update for the Systems2win Add-in - to get the version that deletes unwanted Systems2win templates upon synchronization.

 

FAQ's

Can we distribute some templates to some users, and other templates to other users?

No. The same templates are synced with every user.
However... you could manually distribute to selected users a few templates that you remove from your master S2winPortal.
(Just email those templates to the users that need them. Each user stores those templates somewhere on their own c: drive)

How can we personalize our portal page - so that it doesn't still describe the missing template (with a broken link)?

It won't hurt anything to just leave your Portal html pages alone without doing anything.
When your users search for templates using your portal, they will just see what they're missing - with broken links to the missing templates.
And they won't even see what they're missing when they use any of the other alternative ways to find & open Systems2win templates.

Or you can easily edit your portal to remove any reference to the deleted templates.
The portal pages are intentionally written using generic HTML - to make it easy for your IT Dept to personalize using any HTML editing software (such as Dream Weaver).

What if we change our mind - and later decide to distribute some of the templates that we removed?

Just double-click your original S2winPortal.exe file - and install it to any temporary location.
Then copy the desired templates back into your master portal.

And if you had edited your portal to remove any reference to the deleted templates - simply use your favorite HTML editor (perhaps Dream Weaver) to copy the HTML code back to the appropriate portal pages.

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Tips for printing web pages (like this one)
Option 1) Print in landscape. Internet Explorer - File > Page Setup > Landscape.
Option 2) Print the web page as a PDF file, (which can then be easily printed).  Training: How to download and use free PDF writing software
Important:
Any document created using a Systems2win template that is distributed outside of your licensed usersmust be in a non-editable format, such as printed paper or a PDF

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